Join TD Wealth in Calgary, Alberta, as a Financial Planner focused on personalized financial advice and client relationship development. Drive business growth while helping clients reach their financial aspirations.
In this role, you will identify clients' financial goals and provide tailored advice by leveraging your experience in the industry. By conducting detailed reporting and fostering a strong service culture, you will contribute significantly to client satisfaction and team objectives.
Key Responsibilities:
• Align financial planning services with client goals
• Conduct reporting and analyses for strategic recommendations
• Support team objectives while enhancing customer service
• Monitor and optimize service performance
• Mentor others while ensuring risk management
Requirements:
• University degree preferred for this role
• 3–5 years of financial advisory experience
• Acquire CIRO Registered Representative (RR) license promptly
• Achieve t...